Steward Partners Investment Advisory’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Buy |
83,033
+4,915
| +6% | +$301K | 0.04% | 429 |
|
|
2025
Q1 | $4.65M | Buy |
78,118
+7,547
| +11% | +$449K | 0.04% | 419 |
|
|
2024
Q4 | $4M | Buy |
70,571
+18,282
| +35% | +$1.04M | 0.04% | 432 |
|
|
2024
Q3 | $3.4M | Buy |
52,289
+2,048
| +4% | +$133K | 0.03% | 476 |
|
|
2024
Q2 | $2.76M | Buy |
50,241
+3,004
| +6% | +$165K | 0.03% | 494 |
|
|
2024
Q1 | $2.37M | Buy |
47,237
+32,620
| +223% | +$1.64M | 0.03% | 528 |
|
|
2023
Q4 | $709K | Sell |
14,617
-1,543
| -10% | -$74.8K | 0.01% | 849 |
|
|
2023
Q3 | $798K | Buy |
16,160
+1,279
| +9% | +$63.2K | 0.01% | 754 |
|
|
2023
Q2 | $776K | Buy |
14,881
+8
| +0.1% | +$417 | 0.01% | 781 |
|
|
2023
Q1 | $772K | Sell |
14,873
-202
| -1% | -$10.5K | 0.01% | 768 |
|
|
2022
Q4 | $759K | Buy |
15,075
+291
| +2% | +$14.7K | 0.01% | 760 |
|
|
2022
Q3 | $648K | Buy |
14,784
+3,508
| +31% | +$154K | 0.01% | 775 |
|
|
2022
Q2 | $517K | Sell |
11,276
-483
| -4% | -$22.1K | 0.01% | 839 |
|
|
2022
Q1 | $536K | Sell |
11,759
-3,457
| -23% | -$158K | 0.01% | 908 |
|
|
2021
Q4 | $818K | Sell |
15,216
-830
| -5% | -$44.6K | 0.01% | 764 |
|
|
2021
Q3 | $870K | Buy |
16,046
+1,211
| +8% | +$65.7K | 0.02% | 712 |
|
|
2021
Q2 | $868K | Sell |
14,835
-7,183
| -33% | -$420K | 0.01% | 730 |
|
|
2021
Q1 | $1.23M | Buy |
22,018
+7,486
| +52% | +$418K | 0.02% | 576 |
|
|
2020
Q4 | $877K | Buy |
14,532
+6,189
| +74% | +$374K | 0.02% | 601 |
|
|
2020
Q3 | $515K | Buy |
8,343
+614
| +8% | +$37.9K | 0.01% | 666 |
|
|
2020
Q2 | $424K | Buy |
7,729
+687
| +10% | +$37.7K | 0.01% | 684 |
|
|
2020
Q1 | $356K | Sell |
7,042
-230
| -3% | -$11.6K | 0.01% | 644 |
|
|
2019
Q4 | $415K | Buy |
7,272
+1,390
| +24% | +$79.3K | 0.01% | 676 |
|
|
2019
Q3 | $353K | Buy |
5,882
+3,493
| +146% | +$210K | 0.01% | 679 |
|
|
2019
Q2 | $148K | Buy |
+2,389
| New | +$148K | 0.01% | 910 |
|
|
2018
Q4 | – | Sell |
-1,961
| Closed | -$108K | – | 2086 |
|
|
2018
Q3 | $108K | Buy |
1,961
+500
| +34% | +$27.5K | 0.01% | 907 |
|
|
2018
Q2 | $81K | Buy |
1,461
+135
| +10% | +$7.49K | ﹤0.01% | 920 |
|
|
2018
Q1 | $73K | Hold |
1,326
| – | – | 0.01% | 866 |
|
|
2017
Q4 | $73K | Sell |
1,326
-30
| -2% | -$1.65K | 0.01% | 710 |
|
|
2017
Q3 | $78K | Buy |
1,356
+21
| +2% | +$1.21K | 0.01% | 592 |
|
|
2017
Q2 | $72K | Buy |
1,335
+186
| +16% | +$10K | 0.01% | 548 |
|
|
2017
Q1 | $56K | Buy |
1,149
+238
| +26% | +$11.6K | 0.01% | 529 |
|
|
2016
Q4 | $37K | Buy |
+911
| New | +$37K | 0.02% | 364 |
|